Who… What… When… Where… Why… How…

Who We Are

Professional STAFF

Wendy Wray CPA

Owner

NC CPA #41804

SC CPA #8895

Education:  Master of Accountancy, University of South Carolina

Background:  20+ years in private industry including buy-here-pay-here car dealerships, real estate and medical practices. Controller for a multi-million dollar corporate group before becoming a CPA.  Licensed in North Carolina and South Carolina.

Passion:  Helping businesses succeed.  Sometimes life is just hard and/or complicated.  Tax and accounting are not something that people should have to "muddle through" and hope it's right.  That's why I’m here.  I do what I do so that you can do what you do - better.

I am from Gaffney, South Carolina.  I enjoy reading, dyeing yarn and knitting. My husband, Bas, and I have two grown children and one grandson.

Email:  wendy@wswray.com

 

What I Do

Please take a look at my Services page for descriptions of the type of work I do.  Most importantly, though, know that I’m here to help you.  Every relationship is important.  Every client is important. 

When I’m Open

I am a remote-only CPA firm with an office in Gaffney, SC. Normal office hours are 8:30 am - 5:00 pm.

Where I Practice

I know your time is valuable and I want to make working with me as hassle-free as possible.  Due to a cancer diagnosis, I have transitioned to a remote-only CPA practice. I’m available by phone, Zoom, email and my portal software, myFirm360.

Why Choose Me

I want to see your business succeed.  It's really that simple.  

And when your business is a success (as defined by YOU, not anyone else), so that you can take that dream vacation or never miss a Little League game or get out of debt (or all of the above), know that I’m just as excited for you as you are to be there.

How I Work With You

As a remote firm, I have a few different tools for working with my clients. I use: 

  • ISL secure software to log in to client systems remotely (at times that are convenient for your business) to perform the tasks we need to do.

  • myFirm360 for communication and document exchange and management.

  • myFirm360 also includes e-signature software through RightSignature so that you can securely sign important documents.

  • FedEx or USPS for delivering any physical paperwork.

  • Electronic forms - get a tax organizer uploaded to the portal rather than a paper copy, e-sign documents, etc.

An important note: I understand that not everyone feels comfortable with all the digital tools out there. Rest assured, I follow all IRS and Federal Trade Commission security guidelines required by law. Plus, I work with an outside technology management company to make sure we’re always up to date with the latest security protocols.